Buckingham Strategic Wealth

Retirement Planning Firm in Mineola, NY

Firm Info
Address: 600 Old Country Rd Suite 305, Garden City, NY 11530, USA
Phone: (516) 536-1615

Firm Size
Assets Under Management: $22.9 billion
# of Advisors: 229
# of Clients: 36,707
Client to Advisor Ratio: 160:1
Average Account Size: $622,734
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Buckingham Strategic Wealth, LLC Overview

Buckingham Strategic Wealth, LLC is a registered investment advisory firm that offers investment advice only. The firm operates on a fee-based model, which means that clients pay fees to the firm for their services. The firm has been in business since 2007 and is headquartered in St Louis, MO. The firm offers a range of services to its clients, which include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. In addition, the firm also provides pension consulting services to help clients manage and optimize their pension plans. Buckingham Strategic Wealth, LLC is committed to helping its clients achieve their financial goals through sound investment strategies and advice. The firm is made up of a team of experienced and skilled investment professionals who work closely with clients to develop customized investment plans that meet their specific needs and goals. The firm also offers the option to select other advisors as part of their services.

BUCKINGHAM STRATEGIC WEALTH, LLC is a firm that caters to a diverse range of clients. They provide their services to individuals, including high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations that are not specified. The team at Buckingham understands that clients from different backgrounds have varying needs and preferences, hence their customized approach to their services. The fee structures available at BUCKINGHAM STRATEGIC WEALTH, LLC are designed to cater to their clients' unique needs. Depending on the type of service provided, clients can opt for a percentage of AUM (assets under management) fee, an hourly fee, or a fixed fee. The percentage of AUM fee is calculated based on the total value of the assets managed, while the hourly fee is charged based on the amount of time spent on the service rendered. The fixed fee covers a specific task or service, regardless of how much time it takes to complete. BUCKINGHAM STRATEGIC WEALTH, LLC believes in transparency and providing their clients with a clear understanding of the fees affiliated with their services.

Typical Clients, Fee Structures & Investment Minimum

According to Buckingham Strategic Wealth, LLC's Part 2 Brochure, the investment minimum varies depending on the investment program selected. The brochure states, "Minimum investments in our investment programs are described in separate program specific ADV Part 2s and may vary based on asset class, investment strategy, or portfolio composition." Therefore, the brochure does not mention a specific investment minimum and potential clients would need to refer to the relevant program specific ADV Part 2 for the minimum investment requirements.

How This Office Can Help Mineola, NY Residents

Buckingham Strategic Wealth provides personalized and comprehensive financial planning services to clients in Mineola, NY. One of the key ways the firm helps its clients is through retirement planning. Many people in Mineola are nearing retirement age and need to make important decisions about how to manage their assets and generate income during retirement. Buckingham Strategic Wealth works closely with these clients to create a customized plan that takes into account their unique needs and goals, as well as the current economic landscape. Another common financial situation faced by people in Mineola is the need to save for children's education. With the high cost of tuition, parents often feel overwhelmed and unsure of where to begin. Buckingham Strategic Wealth helps clients create a plan for saving that takes into account their expected contributions, investment strategies, and anticipated costs of education. This allows parents to be proactive in their planning and ensure that they are prepared to meet their children's educational needs. Overall, Buckingham Strategic Wealth helps its clients navigate complex financial situations and create a path toward long-term financial security.

To view the Minimum Investment and Fee Schedule for Buckingham Strategic Wealth, LLC, visit their Part 2 Brochure.

Services Offered by Buckingham Strategic Wealth, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Buckingham Strategic Wealth, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 600 Old Country Rd Suite 305, Garden City, NY 11530, USA
Phone (516) 536-1615
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 8182 MARYLAND AVENUE, SUITE 500, ST LOUIS, MO 63105, United States

This firm has no other locations.

State Registrations

Buckingham Strategic Wealth, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Buckingham Strategic Wealth, LLC does not have any disclosures. Please visit it's Form ADV for more details.